This document discusses planning for an organization's upcoming year. It recommends that leaders strategically plan priorities, projects, and timelines in advance to stay organized. Part of this involves setting board and committee meeting schedules along with topics to discuss. The session will cover why mapping out the year is important, communicating with board members, and tools for organizing the annual plan.

1. Annual Board &
Organization Planning
With how busy wrapping up a year can be
sometimes planning for the next year can
get lost in the shuffle. Planning out the next
year in advance of it starting allows
organization leaders to be strategic in
addressing priorities, approaching projects
and managing timelines. This includes
setting board and committee meeting
schedules and tentative topics that will
need to be discussed or decided on at each
meeting. During this session we will discuss
the need for mapping out the year,
communication with board members and
tools that are helpful in organizing it all.

2. Introduction
• Name
• Organization you represent
• What you hope to gain from this session

3. Reflections & Preparation
• Gather formal feedback from constituents, staff and board.
• Evaluate what has gone well and challenges.
• Review strategic plan.
• Determine if goals...
o where met
o are on track
o are behind
o need to be re-evaluated
• Set or refine goals for new year.

4. Planning
What are the ongoing items that need to be addressed?
What are the goals for the year?
What do we need in order to stay on track with those goals?
What does staff need in order to feel supported?
What do staff need to own and move projects forward?
What is the best way to address these items?

5. Schedule
• Determine:
o What needs to happen
o Who needs to be involved
o How often it needs to occur
o When it needs to occur
• Set a standard schedule
• Schedule for the entire year

6. Structuring the Plan
• Board
• Staff

7. Thank You!
Additional Questions?